Coppell Advisory Solutions LLC

CIK 0001848433 · Q2 2026

13F Equity AUM

$1.2B

+612.8% QoQ

Positions

541

+502 QoQ

AUM Rank

#3,038

Top 24%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,678 · Top 44%

vs S&P -4.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 23.5%Top 10: 34.3%Top 20: 47.3%

BLOK10.1%

SOFI4.9%

IGM3.2%

IXG2.7%

IGV2.6%

SPYM2.4%

BND2.3%

SRLN2.2%

HOOD2.2%

SOLS1.7%

Others (531)65.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services68.2%

Healthcare6.8%

Technology4.9%

Industrials4.8%

Consumer Cyclical3.4%

Basic Materials2.9%

Consumer Defensive2.0%

Other6.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 541Median: 0.05%Avg: 0.18%

0–0.5%

504(40.6%)

0.5–1%

18(13.0%)

1–3%

16(28.1%)

3–5%

2(8.1%)

5%+

1(10.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 541vs 20 funds

0%Low

541

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New529Increased8Decreased16Exited15

New Positions

BLOK10.1%

+54

SOFI4.9%

+620

IGM3.2%

+27

IXG2.7%

+117

IGV2.6%

+1K

SPYM2.4%

+583K

BND2.3%

+706K

SRLN2.2%

+1.2M

HOOD2.2%

+48

SOLS1.7%

+11K

Increased

EA SERIES TRUST0.0%

+23K(+12%)

AER0.1%

+19K(+441%)

BRNY0.0%

+14K(+1%)

AMD0.0%

+4K(+65%)

AAT0.0%

+4K(+55%)

RWLC0.0%

+1K(+1%)

LIN0.1%

+697(+96%)

STX0.1%

+136(+21%)

Decreased

AMZN0.0%

-33,497(-65%)

G0.0%

-25,628(-61%)

AAPL0.0%

-20,424(-33%)

ALSN0.0%

-19,662(-43%)

BAC0.0%

-18,787(-51%)

T0.1%

-14,139(-91%)

GOOGL0.0%

-9,269(-27%)

RWEM0.0%

-4,550(-4%)

ABBV0.0%

-2,935(-83%)

APH0.1%

-2,864(-69%)

Exited

-21,183

-14,008

-3,069

-9,785

-55,729

-4,928

-4,099

-4,391

-7,255

ACN

-1,428

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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